SPDR S&P 500 ETF Trust
SPY- 交易所
- NYSE
- SEC CIK
- 0000884394
近 90 天，SPDR S&P 500 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 4,668 家機構在 13F 申報持有，市值合計 $4,483 億；索羅斯基金管理、吉維尼資本等 4 位大師持有。
2022 年第 4 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,310
- 較 2022 年第 3 季 +321 家
- 持有股數
- 5.46 億
- 較 2022 年第 3 季 −1,487 萬 (−2.7%)
- 總市值
- $2,078 億
- 較 2022 年第 3 季 +$76.3 億 (+3.8%)
- 新進機構
- 448
- 另有 1,312 家加碼
- 清倉機構
- 127
- 另有 1,170 家減碼
另有 70 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,668 | $4,483 億 |
| 2026 年第 1 季 | 4,600 | $3,569 億 |
| 2025 年第 4 季 | 4,646 | $3,747 億 |
| 2025 年第 3 季 | 4,264 | $3,577 億 |
| 2025 年第 2 季 | 4,245 | $3,430 億 |
| 2025 年第 1 季 | 4,189 | $3,136 億 |
| 2024 年第 4 季 | 4,242 | $3,425 億 |
| 2024 年第 3 季 | 3,807 | $3,285 億 |
| 2024 年第 2 季 | 3,766 | $2,996 億 |
| 2024 年第 1 季 | 3,705 | $3,042 億 |
| 2023 年第 4 季 | 3,694 | $2,951 億 |
| 2023 年第 3 季 | 3,329 | $2,309 億 |
| 2023 年第 2 季 | 3,310 | $2,491 億 |
| 2023 年第 1 季 | 3,268 | $2,148 億 |
| 2022 年第 4 季 | 3,310 | $2,078 億 |
| 2022 年第 3 季 | 3,059 | $2,009 億 |
| 2022 年第 2 季 | 3,099 | $2,073 億 |
| 2022 年第 1 季 | 3,144 | $2,588 億 |
| 2021 年第 4 季 | 3,181 | $2,909 億 |
| 2021 年第 3 季 | 2,758 | $2,454 億 |
| 2021 年第 2 季 | 2,744 | $2,313 億 |
| 2021 年第 1 季 | 2,734 | $2,250 億 |
2022 年第 4 季持有機構
每家機構持有 SPDR S&P 500 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 9,417 | $360.1 萬 | 0.28% | +192+2.1% | 加碼 |
| True Capital Management | 9,388 | $359.0 萬 | 2.92% | +9,388 | 新進 |
| Evergreen Advisors, LLC | 9,384 | $358.9 萬 | 1.42% | −65,488−87.5% | 減碼 |
| Compass Ion Advisors, LLC | 9,379 | $358.7 萬 | 0.92% | +881+10.4% | 加碼 |
| Ameliora Wealth Management Ltd. | 9,369 | $358.3 萬 | 1.92% | 00.0% | 不變 |
| Cribstone Capital Management, LLC | 9,349 | $357.5 萬 | 2.08% | −1,104−10.6% | 減碼 |
| John W. Brooker & Co., CPAs | 9,347 | $357.4 萬 | 2.34% | +30.0% | 加碼 |
| Baron Wealth Management LLC | 9,328 | $356.7 萬 | 2.73% | +9,328 | 新進 |
| Stephenson National Bank & Trust | 9,324 | $356.6 萬 | 2.25% | −30−0.3% | 減碼 |
| Convergence Financial, LLC | 9,265 | $354.3 萬 | 3.15% | +366+4.1% | 加碼 |
| Founders Financial Alliance, LLC | 9,263 | $354.2 萬 | 1.63% | −284−3.0% | 減碼 |
| Tower View Investment Management & Research LLC | 9,233 | $353.1 萬 | 2.47% | +18+0.2% | 加碼 |
| NFP Retirement, Inc. | 9,228 | $352.9 萬 | 0.77% | +3,682+66.4% | 加碼 |
| Family Legacy, Inc. | 8,809 | $352.7 萬 | 1.54% | −589−6.3% | 減碼 |
| Helen Stephens Group, LLC | 9,217 | $352.5 萬 | 2.10% | −161−1.7% | 減碼 |
| Integrity Financial Corp | 9,215 | $352.4 萬 | 3.37% | +7,567+459.2% | 加碼 |
| Nikulski Financial, Inc. | 9,215 | $352.4 萬 | 1.68% | −547−5.6% | 減碼 |
| Cohen & Steers, Inc. | 9,207 | $352.1 萬 | 0.01% | −5,936−39.2% | 減碼 |
| Laidlaw Wealth Management LLC | 9,206 | $352.1 萬 | 0.76% | +725+8.5% | 加碼 |
| Garde Capital, Inc. | 9,179 | $351.0 萬 | 0.42% | +581+6.8% | 加碼 |
| TCWP LLC | 9,175 | $350.9 萬 | 0.71% | −16,410−64.1% | 減碼 |
| Millington Financial Advisors, LLC | 9,110 | $348.4 萬 | 3.40% | +9,110 | 新進 |
| MTM Investment Management, LLC | 9,110 | $348.4 萬 | 1.81% | +507+5.9% | 加碼 |
| Rehmann Capital Advisory Group | 9,108 | $348.3 萬 | 0.36% | −1,588−14.8% | 減碼 |
| Bay Rivers Group | 9,098 | $347.9 萬 | 3.52% | +10+0.1% | 加碼 |
| Alterna Wealth Management, Inc | 9,068 | $347.1 萬 | 3.89% | −94−1.0% | 減碼 |
| CFM Wealth Partners LLC | 9,069 | $346.8 萬 | 1.04% | +786+9.5% | 加碼 |
| Callan Capital, LLC | 9,057 | $346.4 萬 | 0.43% | −66−0.7% | 減碼 |
| Orca Investment Management, LLC | 9,057 | $346.4 萬 | 4.39% | −43−0.5% | 減碼 |
| Unionview, LLC | 9,016 | $344.8 萬 | 3.45% | +30+0.3% | 加碼 |
| First Heartland Consultants, Inc. | 9,014 | $344.7 萬 | 0.56% | +1,343+17.5% | 加碼 |
| Madden Advisory Services, Inc. | 9,009 | $344.5 萬 | 2.58% | −367−3.9% | 減碼 |
| WPWealth LLP | 8,958 | $342.6 萬 | 1.79% | +8,958 | 新進 |
| McDonald Partners LLC | 8,955 | $342.5 萬 | 1.17% | +293+3.4% | 加碼 |
| VeraBank, N.A. | 8,943 | $342.0 萬 | 1.71% | +593+7.1% | 加碼 |
| Metlife Inc | 8,939 | $341.9 萬 | 35.77% | −371−4.0% | 減碼 |
| Emfo, LLC | 8,928 | $341.4 萬 | 3.42% | −136−1.5% | 減碼 |
| Laurel Wealth Planning LLC | 8,927 | $341.4 萬 | 2.20% | +8,396+1,581.2% | 加碼 |
| Essex Investment Management Co LLC | 8,922 | $341.2 萬 | 0.53% | +7,941+809.5% | 加碼 |
| Roberts Glore & Co Inc | 8,919 | $341.1 萬 | 1.18% | −110−1.2% | 減碼 |
| Per Stirling Capital Management, LLC. | 8,915 | $340.9 萬 | 0.62% | +8,915 | 新進 |
| Sterneck Capital Management, LLC | 8,910 | $340.7 萬 | 2.26% | −37−0.4% | 減碼 |
| Apella Capital, LLC | 8,910 | $340.7 萬 | 0.31% | +211+2.4% | 加碼 |
| Private Ocean, LLC | 8,905 | $340.5 萬 | 0.42% | −466−5.0% | 減碼 |
| RKL Wealth Management LLC | 8,894 | $340.1 萬 | 0.45% | 00.0% | 不變 |
| Security Financial Services, INC. | 8,888 | $339.9 萬 | 1.05% | −687−7.2% | 減碼 |
| Signature Estate & Investment Advisors LLC | 8,873 | $339.4 萬 | 0.12% | +761+9.4% | 加碼 |
| Builder Investment Group Inc | 8,867 | $339.1 萬 | 1.61% | +8,867 | 新進 |
| Wealthstream Advisors, Inc. | 8,849 | $338.4 萬 | 2.21% | −183−2.0% | 減碼 |
| Palladiem, LLC | 8,842 | $338.1 萬 | 3.51% | −1,465−14.2% | 減碼 |
| ELCO Management Co., LLC | 8,803 | $336.7 萬 | 2.53% | +125+1.4% | 加碼 |
| Sage Advisory Services, Ltd.Co. | 8,800 | $336.5 萬 | 0.98% | +3,295+59.9% | 加碼 |
| Fisher Asset Management, LLC | 8,766 | $335.3 萬 | 0.00% | +4,835+123.0% | 加碼 |
| Affiance Financial, LLC | 8,762 | $335.1 萬 | 1.36% | +8,062+1,151.7% | 加碼 |
| Sightline Wealth Advisors, LLC | 8,750 | $334.6 萬 | 3.61% | +494+6.0% | 加碼 |
| Truepoint, Inc. | 8,747 | $334.5 萬 | 0.12% | −1,610−15.5% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 8,707 | $333.0 萬 | 0.26% | −13−0.1% | 減碼 |
| Hallmark Capital Management Inc | 8,689 | $332.3 萬 | 0.31% | +997+13.0% | 加碼 |
| Donaldson Capital Management, LLC | 8,663 | $331.3 萬 | 0.16% | −510−5.6% | 減碼 |
| Operose Advisors LLC | 8,658 | $331.1 萬 | 1.77% | +60+0.7% | 加碼 |
| Waycross Investment Management Co | 8,643 | $330.5 萬 | 3.34% | +8,643 | 新進 |
| SMART Wealth LLC | 8,636 | $330.3 萬 | 2.48% | +8,636 | 新進 |
| Annex Advisory Services, LLC | 8,604 | $329.1 萬 | 0.19% | −1,688−16.4% | 減碼 |
| My Personal CFO, LLC | 5,486 | $328.8 萬 | 3.25% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 8,592 | $328.6 萬 | 1.04% | −55−0.6% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,590 | $328.5 萬 | 0.26% | +655+8.3% | 加碼 |
| Garden State Investment Advisory Services LLC | 8,576 | $328.2 萬 | 1.95% | +8,576 | 新進 |
| Weinberger Asset Management, Inc | 8,532 | $326.3 萬 | 2.01% | +903+11.8% | 加碼 |
| Laraway Financial Inc | 8,499 | $325.0 萬 | 3.40% | +339+4.2% | 加碼 |
| Jackson Square Capital, LLC | 8,485 | $324.5 萬 | 1.53% | +2,645+45.3% | 加碼 |
| Guidance Point Advisors, LLC | 8,441 | $322.8 萬 | 1.37% | +360+4.5% | 加碼 |
| Montis Financial, LLC | 8,434 | $322.5 萬 | 2.73% | +414+5.2% | 加碼 |
| Private Wealth Partners, LLC | 8,418 | $321.9 萬 | 0.37% | +8,418 | 新進 |
| Pegasus Asset Management, Inc. | 8,408 | $321.5 萬 | 1.74% | −100−1.2% | 減碼 |
| Sequent Asset Management, LLC | 8,398 | $321.2 萬 | 2.16% | +2,863+51.7% | 加碼 |
| Sentinus, LLC | 8,393 | $321.0 萬 | 1.88% | −82−1.0% | 減碼 |
| Meridian Investment Counsel Inc. | 8,391 | $320.9 萬 | 1.28% | +169+2.1% | 加碼 |
| Sandbox Financial Partners, LLC | 8,370 | $320.1 萬 | 2.21% | −68−0.8% | 減碼 |
| Chicago Capital, LLC | 8,368 | $320.0 萬 | 0.18% | +928+12.5% | 加碼 |
| Almanack Investment Partners, LLC. | 8,363 | $319.8 萬 | 0.68% | +8,363 | 新進 |
| WC Walker & Associates, Inc. | 8,013 | $319.4 萬 | 1.69% | −76−0.9% | 減碼 |
| TruWealth Advisors, LLC | 8,342 | $319.0 萬 | 0.31% | −37−0.4% | 減碼 |
| Harbor Investment Advisory, LLC | 8,337 | $318.8 萬 | 0.50% | −324−3.7% | 減碼 |
| Beck Mack & Oliver LLC | 8,311 | $317.8 萬 | 0.09% | 00.0% | 不變 |
| First United Bank Trust | 8,307 | $317.7 萬 | 1.55% | +374+4.7% | 加碼 |
| Spence Asset Management | 8,278 | $316.6 萬 | 1.08% | −659−7.4% | 減碼 |
| Resolute Partners Group | 8,226 | $316.1 萬 | 0.41% | −130−1.6% | 減碼 |
| Marietta Wealth Management, LLC | 8,243 | $315.2 萬 | 0.71% | −90−1.1% | 減碼 |
| Clear Street Markets LLC | 8,200 | $313.6 萬 | 0.63% | −7,350−47.3% | 減碼 |
| Aurora Private Wealth, Inc. | 8,176 | $312.7 萬 | 3.58% | −842−9.3% | 減碼 |
| Mengis Capital Management, Inc. | 8,164 | $312.2 萬 | 0.68% | −449−5.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,143 | $311.4 萬 | 0.04% | −74−0.9% | 減碼 |
| Teamwork Financial Advisors, LLC | 8,092 | $309.5 萬 | 0.63% | +5,119+172.2% | 加碼 |
| Unique Wealth, LLC | 8,091 | $309.4 萬 | 1.65% | +8,091 | 新進 |
| SkyView Investment Advisors, LLC | 8,073 | $308.7 萬 | 0.93% | +1,407+21.1% | 加碼 |
| Interchange Capital Partners, LLC | 8,068 | $308.5 萬 | 3.15% | +3,166+64.6% | 加碼 |
| Claraphi Advisory Network, LLC | 8,060 | $308.2 萬 | 1.23% | +2,216+37.9% | 加碼 |
| Jmac Enterprises LLC | 8,052 | $307.9 萬 | 0.85% | +288+3.7% | 加碼 |
| London Co of Virginia | 8,038 | $307.4 萬 | 0.02% | +5,750+251.3% | 加碼 |
| NWK Group, Inc. | 8,024 | $306.9 萬 | 2.26% | −133−1.6% | 減碼 |